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Rational Advisors’s Western Union WU Stock Holding History

Rational Advisors’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-416
Closed -$9K – 610
2020
Q3 		$9K Sell
416
-582
-58% -$13.2K ﹤0.01% 297
2020
Q2 		$22K Sell
998
-23,187
-96% -$471K 0.01% 270
2020
Q1 		$438K Buy
24,185
+16,819
+228% +$412K 0.32% 99
2019
Q4 		$197K Buy
7,366
+5,206
+241% +$135K 0.09% 190
2019
Q3 		$50K Sell
2,160
-93,902
-98% -$2.03M 0.02% 364
2019
Q2 		$1.91M Buy
96,062
+94,952
+8,554% +$1.85M 0.68% 34
2019
Q1 		$21K Sell
1,110
-1,901
-63% -$34.2K 0.01% 387
2018
Q4 		$51K Buy
3,011
+2,338
+347% +$42.5K 0.02% 282
2018
Q3 		$13K Buy
673
+623
+1,246% +$12.1K ﹤0.01% 383
2018
Q2 		$1K Sell
50
-808
-94% -$16.1K ﹤0.01% 496
2018
Q1 		$16K Buy
+858
New +$17.2K 0.01% 343
2017
Q4 		– Sell
-14,000
Closed -$269K – 384
2017
Q3 		$269K Hold
14,000
– – 0.14% 165
2017
Q2 		$267K Sell
14,000
-53,000
-79% -$1.03M 0.17% 155
2017
Q1 		$1.36M Buy
+67,000
New +$1.37M 0.9% 35

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Rational Advisors's WU Position: Q4 2020 in Review

Rational Advisors sold out of Western Union (WU) in Q4 2020, closing a stake of 416 shares — an estimated $9K sold.

Rational Advisors first reported a position in WU in Q1 2017 and held it in 14 quarters. The position peaked at $1.91M in Q2 2019. 580 funds tracked by Wall St. Rank hold WU as of Q4 2020.

  • Rational Advisors reported no remaining Western Union position as of Q4 2020 after selling out during the quarter.
  • Rational Advisors sold 416 Western Union shares in Q4 2020, an estimated $9K.
  • Rational Advisors first reported a position in Western Union in Q1 2017 and held it in 14 quarters.
  • Rational Advisors's Western Union position peaked at $1.91M in Q2 2019.
  • 580 funds tracked by Wall St. Rank held Western Union as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.